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WD-40
WDFC

Overview Fund Activity

288 hedge funds and large institutions have $2.34B invested in WD-40 in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 29 closing their positions.

Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
83
Reduced
88
Closed
29
Calls
$12.7M
Puts
$28.9M
Net Calls
-$16.2M
Net Calls Change
-$8.47M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$24.6M
2
GCM
2
Geneva Capital Management
Wisconsin
$40.8M
3
EAM
3
Eagle Asset Management
Florida
$6.58M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$17M
5
Man Group
5
Man Group
United Kingdom
$5.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$64M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$139M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.07M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$121M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$71.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$395M 2,093,278 -28,750 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M 1,621,441 -17,383 -1%
APG Asset Management
3
APG Asset Management
Netherlands
$283M 1,635,313 – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$139M 734,400 -78,291 -10%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$121M 639,956 -31,781 -5%
State Street
6
State Street
Massachusetts
$93M 492,955 +4,526 +0.9%
First Trust Advisors
7
First Trust Advisors
Illinois
$71.9M 380,898 -30,218 -7%
Ameriprise
8
Ameriprise
Minnesota
$64M 339,512 -190,851 -36%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$55.5M 294,166 +16,674 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$55.4M 293,668 +9,307 +3%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$55.2M 292,433 -1,516 -0.5%
GCM
12
Geneva Capital Management
Wisconsin
$40.8M 216,193 +35,109 +19%
Morgan Stanley
13
Morgan Stanley
New York
$39.6M 209,895 +11,484 +6%
Principal Financial Group
14
Principal Financial Group
Iowa
$37.3M 197,478 -3,228 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$31.2M 165,476 -8,900 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$30.2M 160,120 -3,448 -2%
Northern Trust
17
Northern Trust
Illinois
$28.1M 149,218 +62 +0%
Norges Bank
18
Norges Bank
Norway
$25.5M 135,322 +2,861 +2%
Marshall Wace
19
Marshall Wace
United Kingdom
$24.6M 130,318 +64,595 +98%
Charles Schwab
20
Charles Schwab
California
$24.5M 130,004 +566 +0.4%
Wells Fargo
21
Wells Fargo
California
$17.5M 92,723 +12,479 +16%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$17M 90,289 +32,580 +56%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$16.5M 87,289 -400 -0.5%
DDC
24
DF Dent & Co
Maryland
$14.4M 76,225 -464 -0.6%
Goldman Sachs
25
Goldman Sachs
New York
$11.2M 59,473 +2,885 +5%
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